How to successfully upgrade Salesforce

an IT Salesforce specialist looking at a laptop

The Salesforce Spring Release means that many organisations are thinking about upgrading or moving from Salesforce Classic to Lightning, throwing up challenges when looking to automate regression testing as existing automation packs don’t work.

Salesforce uses custom components and Shadow DOMs to give developers the ability to share a component and protect the component from being manipulated by arbitrary HTML, CSS, and JavaScript. However, elements in a shadow tree aren’t accessible via traditional DOM querying methods, as used by many UI automation tools – which rules out many tools that would normally be considered for these projects.

Embedded iFrames within pages add to the complexity of working with the custom components – as some tools were not able to handle iFrames without significant workarounds.

For any organisation that has a large manual regression suite that requires a lot of data setup, this can cause significant problems.

Working with one of our customers, Ten10 we were able to demonstrate that tests could be automated in Salesforce, integrated with the existing technology stack, and continuous integration (CI) deployment and were maintainable by customer teams.

What we did

Firstly, we took the time to understand the issues. We evaluated the approach and tooling considerations to provide a solution that solved the problems, while still being mindful of the customers’ technology stack, the requirement for CI and the need for it being able to be fully maintainable.

We produced a proof of concept that was able to log in to Salesforce and demonstrate interactions with the Salesforce Lightning Components that met the customers’ requirements on CI, technology and reporting, developing a number of tests using the frameworks implemented and demonstrated the capability to integrate via CI.

We helped the customer to understand the complexities and the proposed solutions not visible when testing manually, and the challenges of automated testing in the Lightning environment.

Remote Working

Just after we started this project, we moved to full remote working. This didn’t provide any challenges as over 50% of our engagements have traditionally been delivered remotely, so we know what works, and more importantly, what doesn’t.

What we can do for you

  • Ten10 can provide automated testing for your Salesforce implementation
  • We are tool agnostic using either open-source tools or Provar, the market-leading Salesforce Automated test tool
  • We have the capacity, expertise and knowledge to leverage tools and techniques to mobilise and provide effective off-site remote delivery, be this collaborative, Agile teams or standalone test phases
  • Our Academy graduates have achieved Salesforce Certified Platform Developer 1 and can be rapidly deployed into your team, regardless of location, allowing you to overcome common recruitment challenges and fill your skills gaps quickly

If you are thinking about making a move to Salesforce, we also have experience helping customers with testing when they re-platform from other CRM systems and associated products.